Chartstopper: October 23, 2026
The whipping post
This Week It was a slow week for data (no offense, PMIs), so markets were once again focused on the artificial intelligence (AI) trade and developments in the Iran conflict. AI stocks sell off as mega-cap earnings beats aren’t enough to offset costs concerns. We got earnings beats from mega-caps SPCX, TSLA and META (after … Read more
Where the AI Trade Is Still Ripping
The whipping post
Eric Fry’s case for looking outside the U.S. – and ideas for how Listen to the audio version of this article (generated by AI). An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at a discount Eight straight sessions. That’s … Read more
Should You Buy AMD Stock as the AI-Agent Chip Race Heats Up?
Key Points Advanced Micro Devices (NASDAQ: AMD) has emerged as one of the leading companies in the AI-agent chip race, gaining traction in this nascent market despite having to compete with the likes of OpenAI and Nvidia. AMD’s early prominence in this niche also leaves investors with a difficult choice: They must evaluate what the … Read more
Did You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years.
Key Points Semiconductor manufacturers are racing to expand their production capacity to meet demand from artificial intelligence (AI) customers. That expansion is benefiting downstream equipment suppliers like Cohu, which makes testing, handling, and inspection machines for the most advanced AI chips. Cohu’s revenue growth is accelerating, and it has an expanding sales pipeline that could … Read more